Use a detailed report to review individual records when you need to understand the activity behind a trend or metric.
This example shows how to create a report to monitor salary-related inquiries after annual pay reviews or compensation changes.
Business questions
Use this report to answer questions such as:
- Which employees have submitted salary-related inquiries?
- Which salary inquiries are still waiting for action?
- Which teams or agents are managing these requests?
Recommended configuration
Configure the report using the following settings.
| Setting | Value |
| Subject area | Cases |
| Report type | Detailed |
| Fields | Case number, Title, Status, Priority |
| Filters | Title contains "Salary" Status is New or In progress |
This report returns each matching case, providing a current view of active salary inquiries and helping you identify where employees need support.
Why use a detailed report?
Detailed reports display individual records rather than aggregated metrics.
This report is useful when you want to:
- Review individual salary inquiries.
- Prioritize high-priority cases.
- Monitor the progress of open inquiries.
- Identify recurring employee questions.
- Export case data for operational reviews or further analysis.
If you want to measure the total number of salary inquiries over time, create a Summary report using similar filters.
Interpreting the results
Review this report regularly to:
- Identify outstanding salary inquiries that require action.
- Monitor trends following pay reviews or compensation changes.
- Identify recurring topics that may indicate a need for updated knowledge articles, manager guidance, or employee communications.
- Support operational reviews with detailed case information.
Choosing the right report type
Use this guide when deciding which report to create.
| If you want to... | Use |
| Review individual cases | Detailed report |
| Count, group, or summarize data | Summary report |